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Add a Harvest Connector
Niamh McGlade avatar
Written by Niamh McGlade
Updated over 3 months ago

Connectors are the tools from which you collect the specific datapoints you want to display within a widget. As long as you have an account with the tool you want to connect with, then you will be able to sync this data into Hurree.

  • Once logged in, navigate to the +Add Widget button which can be found in the top right-hand corner of your dashboard. On the next screen, you will see a full list of the connectors available within Hurree.

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  • Click the connector icon on the Harvest Connector card.

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  • A Connector pop-up will appear for the Harvest connector. Click Connect at the bottom of the pop-up and follow the steps required to sync your account.

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  • Once you have clicked connect you will be transported to a Harvest Login Portal, where you will be directed to log in and approve the connection.

  • Once connected you will see that the Copper card has now changed from Connect to Disconnect.

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Nb. If you want to disconnect a connector from your Hurree account you can do so within the connector tab in your account settings.

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Why am I not seeing my data from Harvest?

  • In order to pull data from Harvest into Hurree you must ensure that you have estimates enabled on your account.

  • You can do this easily through your Harvest Account by visiting your account settings in the top right-hand corner of your profile.

  • Scroll down to the section titled Modules.

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  • By default, these will be disabled on your account but you can update these by clicking Choose modules.

  • Once in this area, tick the box next to estimates and save your changes.

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  • You will now be able to pass data from your Harvest account into Hurree.

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